Import your Avanza portfolio into Quantic
Avanza exports your transactions as CSV. Quantic reads it through column mapping — no Avanza-specific code, and no login.
Sweden has one of the strongest retail dividend cultures in Europe, and one of the least useful tax reports to go with it: inside an ISK there is nothing to declare per dividend, so nothing tells you what your income actually did this year. That is the gap an import fills. Quantic builds your position history from the trades themselves, so yield on cost, income by month and income by country come out of your own ledger rather than a screenshot.
A Swedish export writes dates day-first and uses a comma for decimals, often with a space between thousands. Quantic infers all three from your own rows. It folds courtage into the cost basis rather than dropping it, reads buys and sells from the sign of the quantity, and identifies holdings by ISIN where the file carries one — so a company that changes ticker keeps its history instead of splitting into two positions.
How to import it
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1
In Avanza, open your transactions and export the period you want as CSV.
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In Quantic, open Movements and drop the file in.
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Check the date and decimal conventions Quantic inferred, then map the columns.
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Save the mapping so the next export imports in one click.
Quantic's tax report is of no use to an ISK holder, and says so rather than producing a plausible number: an ISK is taxed on a schablonintäkt — a deemed return on the account's value — so per-dividend withholding and per-sale gains are not what you file. Everything else on this page still applies. We have not validated a real Avanza export yet; if yours will not read, the import screen offers to send it to us.
Key terms
- Yield on cost
- Your annual dividends from a holding divided by what you originally paid for it — so a growing payout keeps lifting your yield on cost even as the share price climbs.
- Cost basis (average cost)
- What you actually paid for the shares you hold, per share — the money you put in, including the commission, spread across your shares. Buying more at a different price moves it; selling doesn't, because selling doesn't change what the shares you kept cost you. It's the baseline your gain, your yield on cost and any future tax calculation are measured against.
- Commission
- What your broker charges to execute a trade. It's small per trade but it's real money, and it counts as part of what the shares cost you — which is why Quantic records the commission on every trade it can read from your statement.
- ISIN
- The twelve-character code that identifies a security worldwide, regardless of which exchange it trades on or what ticker it uses there. Unlike a ticker, it doesn't change when a company renames itself — which is why an import identifies your holdings by ISIN where the file carries one, so a renamed company keeps its dividend history instead of splitting into two positions.
Quantic · Free
Import your statement and see the income
Free, no card, and no broker connection — you upload a file you exported yourself. Or explore a sample portfolio first.
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